Global Retirement Partners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $112K | Buy |
+2,929
| New | +$102K | ﹤0.01% | 1982 |
|
|
2025
Q4 | $156K | Buy |
3,577
+1,905
| +114% | +$89.1K | ﹤0.01% | 1628 |
|
|
2025
Q3 | $84.6K | Sell |
1,672
-245
| -13% | -$12.9K | ﹤0.01% | 1594 |
|
|
2025
Q2 | $105K | Buy |
+1,917
| New | +$111K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $204K | Buy |
3,863
+766
| +25% | +$45K | 0.01% | 945 |
|
|
2024
Q3 | $197K | Buy |
3,097
+648
| +26% | +$38.6K | 0.01% | 918 |
|
|
2024
Q2 | $133K | Buy |
2,449
+5
| +0.2% | +$249 | ﹤0.01% | 1058 |
|
|
2024
Q1 | $120K | Buy |
2,444
+562
| +30% | +$26.7K | ﹤0.01% | 1003 |
|
|
2023
Q4 | $85.9K | Buy |
1,882
+625
| +50% | +$27.9K | ﹤0.01% | 1121 |
|
|
2023
Q3 | $52.7K | Buy |
1,257
+7
| +0.6% | +$258 | ﹤0.01% | 1248 |
|
|
2023
Q2 | $39.9K | Sell |
1,250
-105
| -8% | -$3.39K | ﹤0.01% | 1374 |
|
|
2023
Q1 | $44K | Buy |
1,355
+812
| +150% | +$30K | ﹤0.01% | 1298 |
|
|
2022
Q4 | $19.8K | Buy |
543
+399
| +277% | +$16.2K | ﹤0.01% | 1485 |
|
|
2022
Q3 | $6K | Sell |
144
-48
| -25% | -$2.03K | ﹤0.01% | 1864 |
|
|
2022
Q2 | $7K | Sell |
192
-100
| -34% | -$3.09K | ﹤0.01% | 1773 |
|
|
2022
Q1 | $10K | Buy |
+292
| New | +$7.09K | ﹤0.01% | 1621 |
|
|
2021
Q4 | – | Sell |
-69
| Closed | -$2K | – | 914 |
|
|
2021
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 1825 |
|
|
2021
Q2 | $2K | Buy |
69
+1
| +1% | +$24 | ﹤0.01% | 1732 |
|
|
2021
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q4 | $1K | Sell |
68
-36
| -35% | -$622 | ﹤0.01% | 1677 |
|
|
2020
Q3 | $2K | Hold |
104
| – | – | ﹤0.01% | 1481 |
|
|
2020
Q2 | $1K | Buy |
104
+1
| +1% | +$16 | ﹤0.01% | 1533 |
|
|
2020
Q1 | $1K | Buy |
103
+1
| +1% | +$21 | ﹤0.01% | 1487 |
|
|
2019
Q4 | $2K | Hold |
102
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q3 | $2K | Sell |
102
-33
| -24% | -$873 | ﹤0.01% | 1440 |
|
|
2019
Q2 | $4K | Hold |
135
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 1344 |
|
|
2018
Q4 | $3K | Buy |
135
+2
| +2% | +$53 | ﹤0.01% | 1273 |
|
|
2018
Q3 | $3K | Buy |
133
+1
| +0.8% | +$25 | ﹤0.01% | 1329 |
|
|
2018
Q2 | $3K | Hold |
132
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q1 | $3K | Hold |
132
| – | – | ﹤0.01% | 1262 |
|
|
2017
Q4 | $3K | Hold |
132
| – | – | ﹤0.01% | 1225 |
|
|
2017
Q3 | $4K | Buy |
+132
| New | +$3.83K | ﹤0.01% | 1040 |
|
Other funds holding HRB
Global Retirement Partners's HRB Position: Q2 2026 in Review
Global Retirement Partners opened a new position in H&R Block (HRB) in Q2 2026: 2,929 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1982 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HRB as recently as Q4 2025.
Global Retirement Partners first reported a position in HRB in Q3 2017 and has held it in 33 quarters since. The position peaked at $204K in Q4 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Global Retirement Partners held 2,929 shares of H&R Block worth $112K as of Q2 2026.
- H&R Block was a new Global Retirement Partners position in Q2 2026.
- H&R Block made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1982 holding.
- Global Retirement Partners first reported a position in H&R Block in Q3 2017 and has held it in 33 quarters since.
- Global Retirement Partners's H&R Block position peaked at $204K in Q4 2024.
- 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.